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INSANE: 9 - The Real Truth

Shares skid in Asia in sell-off of AI-related shares as Brent oil tops $100 per barrel

Shares have skidded in Asia after Brent oil shot to its highest price since May as heavier fighting in the Middle East again threatened to slow the global flow of crude

The Independent UK

Japan's Nikkei falls more than 2% on AI spending worries

Japan's Nikkei share average dropped more than two percent on Friday. This decline was spurred by concerns over heavy artificial intelligence spending. Google parent Alphabet's shares sank significantly overnight, impacting global markets. Chip-related shares and technology investor SoftBank Group also experienced losses. However, shares supported by domestic demand and shippers…

The Economic Times

CapEx Fears Eclipse Alphabet’s Strong Q2, but GOOGL Stock Still Looks Attractive

While GOOGL stock could remain volatile as investors digest elevated spending, Alphabet remains well positioned to benefit from the accelerating AI investment cycle.

Barchart

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Tesla stock suffers double-digit drop on carmaker’s worst day in years

Elon Musk’s EV company lost a quarter of its value this year amid weak profits and high spending on AI and robotics

The Guardian - US

AI is forcing Big Tech to do something it's never done: Spend more than it earns, and Wall Street hates it

The Mag7 had its worst day Thursday since the tariff-driven selloff last April.

Fortune

New Senator Makes 700+ Stock Trades, Ditches Old Oil Company for Magnificent Seven

One of the newest members of the U.S. Senate has taken congressional stock trading to new heights, with more than 700 trades disclosed. Here’s what the senator was buying and selling and why the trades are drawing attention.

Benzinga

4 Reasons to Buy Alphabet Stock After the CAPEX Shock: Bank of America

Shares of Alphabet Inc. (NASDAQ:GOOGL) suffered their biggest one-day decline since May 2025 after the company surprised investors with another massive increase in artificial intelligence spending.

Benzinga

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Dow Dives 506 Points as Alphabet Stock Sinks: Stock Market Today

Rising bond yields and worries over increased spending from mega caps Alphabet and Tesla put pressure on the broader stock market on Thursday.

Kiplinger

US stocks today: Nasdaq plunges 2% as tech earnings spark AI spending worries

Wall Street closed sharply lower with Nasdaq down over 2% as weak Big Tech earnings and rising AI spending concerns hit sentiment. Surging oil prices above $100, driven by Middle East tensions, reignited inflation fears and pushed bond yields higher, overshadowing gains in defense stocks like Lockheed Martin.

The Economic Times

Google Stock: Blowout Q2 But AI Spending Spree Spooked Wall Street

The one number that overshadowed Google's blowout quarter.

Barchart

Microsoft Earnings Preview: Get Ready for Soaring AI Spending to Sink MSFT Stock

Although Microsoft stock looks historically cheap, concerns about massive AI spending could overshadow strong earnings and send shares lower.

Barchart

NVIDIA's Next Breakout? Market Veteran Sees Plenty of Fuel Left in the AI Leader

Market experts said NVIDIA Corp. (NASDAQ:NVDA) remains a core AI semiconductor holding, while peers such as Broadcom Inc. (NASDAQ:AVGO), Advanced Micro Devices Inc. (NASDAQ:AMD), Micron Technology Inc. (NASDAQ:MU) and Sandisk Corp. (NASDAQ:SNDK) continue to trade around hyperscaler spending, memory demand and AI infrastructure momentum.

Benzinga

Google Stock Slides Despite Blowout Earnings: What Spooked Investors?

Google shares fell after Alphabet raised AI spending forecasts and reported negative free cash flow despite beating earnings estimates.

International Business Times UK

Brent Tops $100, Alphabet, Tesla Sink Nasdaq 100: Stock Market Today

U.S. stocks extended their slide on Thursday as Brent crude vaulted above $100 a barrel and the 10-year Treasury yield climbed to an 18-month high, while concerns over Alphabet Inc.’s (NASDAQ:GOOGL) rising AI capital expenditures overshadowed an otherwise strong quarterly report and added to investor unease following Tesla Inc.’s (NASDAQ:TSLA)…

Benzinga

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MarketBeat

Alphabet Crushed Earnings, But One Number Spooked the Market

Alphabet posted record Q2 2026 revenue and accelerating Google Cloud growth, but shares fell as investors focused on surging capital expenditures and negative free cash flow.

International Business Times

Middle East Clashes Sent Oil Soaring. AI Spending And Inflation Fears Led Stocks To Sink

Stocks sunk on Thursday as escalating clashes in the Middle East send oil soaring, while rekindled inflation fears and concerns over AI spending are leading stocks to plummet.

Benzinga

SpaceX Stock’s Hidden Risk Isn’t Rockets — It’s AI Spending

SpaceX (NASDAQ:SPCX) faces visible risks whenever Starship reaches the launchpad, as scrubs, explosions and engine failures generate dramatic headlines. However, artificial intelligence spending could create a larger threat for SpaceX stock.

Benzinga

Alphabet's YouTube Steal: $1.65 Billion Acquisition Now Pulls In $11 Billion In Quarterly Ad Revenue

Still known as Google at the time, the future Alphabet Inc (NASDAQ:GOOG)(NASDAQ:GOOGL) announced a game-changing $1.65 billion acquisition for video platform YouTube on Oct. 9, 2006. The deal has transformed Alphabet and become one of the most profitable acquisitions of all time.

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Barchart

Stocks Fall Sharply as Crude Oil Prices Soar and Alphabet Sparks AI Spending Concerns

The S&P 500 Index ($SPX ) (SPY ) today is down -1.34%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -1.07%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -2.06%. September E-mini S&P futures (ESU26 ) are down -1.43%, and September E-mini Nasdaq futures...

The Economic Times

Tesla shares crash 14%, Alphabet falls 6% as AI spending worries hit Wall Street

Tesla and Alphabet shares fell after quarterly results as investors overlooked robust revenue growth and focused on weaker margins, missed earnings and rising AI spending. The selloff highlighted Wall Street’s growing demand for profitable AI investments with stronger near-term returns.

Bangkok Post

Oil soars to $100 on fresh Mideast attacks

LONDON - Oil prices surged to $100 a barrel on Thursday as Tehran-backed Houthi rebels targeted Red Sea shipping and US President Donald Trump threatened to strike them in return.

International Business Times

Alphabet And Tesla Are Betting Hundreds Of Billions On AI. Their Shares Are Plummeting

Both Tesla and Alphabet reported negative free cash flow for this quarter, but assured investors that this was to be expected due to their investments in AI. Their stocks are plummeting anyway.

Benzinga

Google’s Most Profitable Quarter Ever Ended With Negative Cash: One Number Explains It

Alphabet Inc. (NASDAQ:GOOGL) delivered the most profitable quarter in its history. It also delivered something it had never delivered before: negative free cash flow.

Barchart

Stocks Fall as Crude Oil Prices Soar and Alphabet Sparks AI Spending Concerns

The S&P 500 Index ($SPX ) (SPY ) today is down -0.80%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.66%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.20%. September E-mini S&P futures (ESU26 ) are down -0.77%, and September E-mini Nasdaq futures...

The Economic Times

US stocks today: US stocks fall as Big Tech earnings rekindle AI spending worries; oil hits $100

US stock markets faced a sharp downturn on Thursday, primarily driven by worries around Big Tech earnings. Following their quarterly financial disclosures, shares of Alphabet and Tesla fell sharply. Meanwhile, due to rising tensions in the Middle East, oil prices surged to $100 a barrel, reigniting worries about inflation and…

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